Note: You can connect to a CRM Sandbox environment to initially test CRM Sync with Sales Navigator and/or test new CRM features before releasing to all your users.
MICROSOFT DYNAMICS 365 CRM HUB PLUS
Data Validation: Identify when CRM Contacts are out-of-date and no longer with their company using LinkedIn Data.ĬRM Sync features are available only with Sales Navigator Advanced Plus edition.Lead and Contact Creation: Create new CRM leads and contacts from Sales Navigator.Champions List: See Past Customers at New Companies in user’s system-generated Lists.CRM Opportunities in Account Lists: View CRM Opportunity information in Sales Navigator.
CRM Badges & Search Filters: See what Sales Navigator Leads & Accounts are matched to CRM entities and include or exclude matched Leads in Sales Navigator searches.ROI Reporting: Demonstrate the value of Sales Navigator by requesting a report from your LinkedIn representative.Activity Writeback: Automatically log key Sales Navigator activities (i.e., InMails, Messages, Notes,) to CRM.Auto-Save: Import and save CRM Leads, Contact, and Accounts in user’s Sales Navigator Lists.One of the features of LinkedIn Sales Navigator is CRM Sync – integration of Microsoft Dynamics 365 Sales account.īy connecting Microsoft Dynamics 365 Sales with LinkedIn Sales Navigator via CRM Sync, you can access key CRM-powered integrations, including:
Click here to read an overview of LinkedIn Sales Navigator. LinkedIn Sales Navigator helps you find the right prospects faster with customized, sales-specific insights like lead recommendations, company updates, and more.
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